Accounting client intake form
Stop starting client engagements with a string of follow-up emails. Collect business details, financial history, and service needs before the first meeting.
Most new client engagements begin with an email chain, a phone call, and a first meeting spent gathering the basics. That means spending billable time on background questions instead of the work clients hired you for.
Typeform's accounting client intake form fixes that by collecting all the details you need before anyone sits down. The form collects business structure, accounting software, reporting obligations, payroll needs, and the services the client wants. Clients move through one question at a time, so the process feels simple, and not like filling out a tax return. Conditional logic branches questions based on business structure, so every client only answers what's relevant to them.
Customize service categories and branding to match your practice, then share via email or embed it on your website. Submissions connect to your practice management system, Google Sheets, or Airtable via Zapier, so responses arrive organized and ready to act on. A 10-minute form now means a first meeting that earns its billable rate.
An accounting client intake form is a structured questionnaire that accountants and bookkeepers use to collect essential information about a new client's business. It captures business structure, industry, current financial systems, reporting obligations, and the specific services the client needs. It's the foundation of every well-scoped client engagement.
Client engagements that start without complete information take longer to scope, price, and begin. A structured intake form ensures accountants and bookkeepers have the full picture before the first meeting, so conversations focus on strategy rather than background. Firms use it to onboard new clients consistently, and sole practitioners use it to set clear expectations before any work begins.
Cover both business basics and financial specifics:
- Business name, structure, and industry
- Current accounting software or systems in use
- Financial year-end date and reporting obligations
- Number of employees and payroll requirements (if applicable)
- GST/VAT registration status
- Prior accountant details (where applicable)
- Specific services needed (tax, bookkeeping, advisory, etc.)
Review the client's business structure, current systems, and reporting obligations before the first meeting so your assessment reflects their actual needs rather than a generic estimate. A client running multiple entities needs a different engagement structure than a sole trader with straightforward tax obligations. Conditional logic branches questions based on the client's selected business type, so the form surfaces the details you need to price and scope the work accurately from the start.
Restrict form access to authorized team members and avoid storing sensitive financial data in spreadsheets accessible to the whole organization. Connect submissions to a secure, access-controlled system—such as your practice management software or a permission-restricted Airtable base. Review your data retention policy to ensure client information is only kept for as long as it's needed. Let new clients know how their data is handled before they submit anything; this builds trust from the first interaction.
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